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Conditions

A Conditional step lets you express if/then/else logic that creates several possible actions and experience in the Flow. This makes the form filling dynamic and personalize the fields that each user need to fill in.

What is the Condition List?

The condition list displays the condition logic that will be performed in each step. Condition Logic consists of 1) Condition 2) Do. The Condition is the set of rules using IF joining with AND/OR to Do certain actions to the target element item or steps.

When do you need to use Condition?

The Condition is useful when you need to perform the action that only trigger based on the input in the prior fields by the users. The example use cases are such as

  • Hide/Show certain short answers or choices based on a specific answer selected in the dropdown. Select “Others” in the dropdown and show the free text short answer for the users to fill in. Another example is when you want to show another related question when a specific answer is chosen in the dropdown.
  • Make the field element required. For example, the Marital Status dropdown is selected as Married, and the subsequent question “How many children do you have?” is set in the Condition to be mandatory.
  • Redirect users to another step. You can route the users to a specific step after the user select a certain answer in the dropdown. For example, Select an occupation type between “Full-time Employee” vs “Self-Employed”. You can select Redirect under Do to skip the step for Full-time Employee and redirect the user straight to Self-Employed step.

How do you add Condition in the Builder?

  1. Click on Condition button on the top right of the left panel in the Build tab
  2. Click “Add New Condition” to go to the Condition setting page.
  3. Click + Add under Condition
  4. Under IF, you can choose any element in each step to check specific conditions below
  • Is Equal to – check if the value exactly matches a specific value or value in another field (select in Value Type).
  • Is Not Equal to – check if the value is not equal to a specific value or value in another field (select in Value Type).
  • Is Empty – check if the field element is empty
  • Is Filled – check if the field element is filled with text
  • Contains – check if the field element contains certain wording (specific value or from the value in another field)
  • Not Contains – check if the field element does not contain certain wording (specific value or from the value in another field)
  • Starts with – check if the field element starts with these characters (in the exact order)
  • Ends with – check if the field element ends with these characters (in the exact order)

5. Under Do, the first command is Action. Below is the list of actiosn you can set.

  • Show – This action shows the target element in the form if the condition logic is satisfied.
  • Hide – This action hides the target element in the form if the condition logic is satisfied. Note that if the element is set as “Required” in the setting, the target element will become optional along with hiding the element in the form.
  • Make Required – This action make the field required if the field is optional by default.
  • Make Optional – This action make the field required if the field is optional by default.
  • Redirect – This action redirects the user to a specific step or goes directly to the Thank You page (successful submission).
  • Hide Next Button – This action disables the user from proceeding to the next step until the answers do not fall into the logic set in the condition.

Once you add the conditions, you can test it on the Preview Panel before adding more conditions to the list.

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